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Introduction – Talents and users

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Talents represent your company’s employees. Once a talent is created, the user can navigate and use ALIX according to their security group. Talents are essential to the operation of the company.

Create a talent #

  1. From the menu on the left, choose Talents -> Talents.
  2. Click the + button at the top left, then choose the type of talent to create.
    Note: If a talent type is disabled, it means that you have reached the limit allowed by your subscription.
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  3. Enter the requested information, of which here is some information:
    1. PIN: The PIN is a series of 5 digits that must be unique to each resource. By default, the system generates a PIN when creating the resource, but this PIN can be changed. The PIN is required to perform actions in anonymous mode.
    2. Hourly rate: this field is used to calculate production costs but is not visible to everyone.
    3. Fringe: % of additional costs of the employee’s salary related to the benefits.
    4. View on payroll: check if you want the resource to appear in the Paysheet tab.
    5. Project manager: check if the resource can be selected as manager in the configurations of a project.
    6. Buyer/Salesperson: check if the talent can be selected as buyer in purchase orders and salesperson in sales orders.
    7. AI agent access: check to allow talent access to the ALIX AI agent (when the agent is globally activated).
    8. Username: will be generated automatically.
    9. Password: will be generated automatically. This is a temporary password that the user must enter when logging in for the first time. He will then be able to create a personalized password.
    10. Visible steps: check the information to which you want to give the user access.
    11. Board stats: check if you want to display production statistics in the Operations tab
    12. Project column, Cancel/Done column, Production release column: check if you want to give access to these sections in the Operations tab.

  4. When finished, you can leave the page. The information in this window is automatically saved.

 

Deactivate a talent #

When an employee leaves your company, you can deactivate their associated talent.

  1. From the menu on the left, choose Talents -> Talents.
  2. Click the talent you want to deactivate.
  3. Uncheck Active at the top right of the page.
  4. When finished, you can leave the page. The information in this window is automatically saved.
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